UBS’s iShares Government/Credit Bond ETF GBF Stock Holding History

UBS’s Portfolio GBF Stock Details GBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$3.83M	Buy	34,024 +4,647	+16%	+$524K	﹤0.01%	2293
2014 Q2	$3.31M	Sell	29,377 -675	-2%	-$75.7K	﹤0.01%	2358
2014 Q1	$3.35M	Buy	30,052 +2,129	+8%	+$236K	﹤0.01%	2239
2013 Q4	$3.07M	Buy	27,923 +774	+3%	+$85.4K	﹤0.01%	2368
2013 Q3	$2.98M	Sell	27,149 -412	-1%	-$45.1K	﹤0.01%	2181
2013 Q2	$3.04M	Buy	+27,561	New	+$3.14M	﹤0.01%	2089

Other funds holding GBF

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BAC

Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS's GBF Position: Q3 2014 in Review

UBS increased its iShares Government/Credit Bond ETF (GBF) stake by 16% in Q3 2014, buying an estimated $524K and bringing the position to 34,024 shares worth $3.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

UBS first reported a position in GBF in Q2 2013 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold GBF as of Q3 2014.

UBS held 34,024 shares of iShares Government/Credit Bond ETF worth $3.83M as of Q3 2014.
UBS bought 4,647 iShares Government/Credit Bond ETF shares in Q3 2014, an estimated $524K.
iShares Government/Credit Bond ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2293 holding.
UBS first reported a position in iShares Government/Credit Bond ETF in Q2 2013 and has held it in 6 quarters since.
26 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.